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Sigma Planning Corp’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Sigma Planning Corp’s Portfolio XSHD Stock Details XSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$729K Buy
+55,535
New +$744K 0.02% 696

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Sigma Planning Corp's XSHD Position: Q1 2026 in Review

Sigma Planning Corp opened a new position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q1 2026: 55,535 shares worth $729K. The stake represents 0.02% of the portfolio and ranks #696 among its holdings.

34 funds tracked by Wall St. Rank hold XSHD as of Q1 2026.

  • Sigma Planning Corp held 55,535 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $729K as of Q1 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF was a new Sigma Planning Corp position in Q1 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #696 holding.
  • 34 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.